Education:
Clemson University, BA in Communication Studies

Licensing:
FINRA Series 7, 66
Life, Accident, and Health
 

Areas of Practice:
Portfolio Management
Financial Planning
Individual Consulting
Business Consulting
Medical Professionals
 

Affiliations:
 

 

Sam McBride
Financial Advisor

Sam.McBride@commonwealthfg.com
Tel: 843.884.4545
Fax: 843.884.4514
 

I am Sam McBride, a Financial Advisor for Commonwealth Financial Group in Charleston, SC, where I specialize in helping physicians, business owners, executives, families, and individuals reach their specific financial goals.  I have a strong passion for building long lasting relationships, coming alongside others and empowering them to lead lives of significance.  It is important to me to grow with others, for no great thing is ever accomplished alone, and together we can help you align your goals and dreams with what matters the most to you.

I am able to offer both advice and implementation of ideas by providing access to a wide range of competitive financial products and services.  I work with individual and business clients in the following areas:

  • Estate Planning* 
  • Comprehensive Fee-Based Financial Planning
  • Retirement Strategies
  • Debt Management Strategies
  • Wealth Accumulation Strategies
  • Tax-Favored Investment Strategies*
  • Risk Management, Asset Protection and Liability Protection*
  • Family Wealth Consulting

I have a Bachelor of Arts degree in Communication Studies from Clemson University, with an emphasis in Sociology, Interpersonal Communication and Leadership Communication.  I worked in the leadership development community for a year in Washington D.C. before joining Commonwealth.  I am a Registered Representative and Investment Advisory Representative of Securian Financial Services, Inc.  I hold FINRA Series 7 and 66 registrations, as well as life, accident and health insurance licenses.  

I am a native of Travelers Rest, SC and recently moved to Mt. Pleasant where I am involved with Young Life and the South Carolina Student Leadership Forum.  I enjoy the great outdoors, playing golf and tennis and spending time with my friends and family. 

Commonwealth Financial Group is an independent financial services firm with a vision to reshape the look of the traditional financial services firm and a mission to positively impact the lives of the individuals, the families and the businesses owners with whom it works.

 

Securities & Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Commonwealth Financial Group is independently owned & operated.  DOFU 04-05-2016 1462743

*Commonwealth does not provide specific tax or legal advice.  You should consult a tax or legal advisor regarding your individual tax or legal situation.